Mazhar A Ali

Senior Vice President, Private Client Manager

Professional Profile

Mazhar Ali is a Senior Vice President and Private Client Manager with Bank of America Private Bank in Dallas, TX. He is the primary point of contact for existing clients. Mazhar's objectives are to listen to clients, help identify their needs, provide guidance, and coordinate with the appropriate representatives of the Bank of America Enterprise to strategy. While developing new client relationships and helping to ensure a professional and personal client experience, Mazhar is responsible for assisting clients with investment management, strategic banking and credit, as well as daily liquidity and service needs.

Over his 23 years at Bank of America, Mazhar built his personal brand to advise on all aspects of a client's personal and business balance sheet. Prior to joining Bank of America Private Bank, he engaged individual and small business clients in the consumer bank and then working with private and public companies in the commercial bank.  Mazhar obtained an MBA from University of Texas at Dallas and a BA in Economics from the University of Texas.  He took additional steps to enhance his credentials, by becoming a CERTIFIED FINANCIAL PLANNER™ professional and earning a Certified Private Wealth Advisor® designation. This rigorous training supports his activities, from the initial planning stages of relationship development, implementation of a multi-pronged financial strategy and continued engagement to have thoughtful conversations around the changes in family dynamics and financial situations.

Mazhar enjoys spending time away from the desk to connect knowledge, resources and talent by working alongside dedicated organizations like the Irving YMCA, Texas Muslim Women's Foundation's Peaceful Oasis Shelter initiative to address domestic abuse in the South Asian community, and finally as a passionate mentor for aspiring students at all stages of life.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®.  Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.

EDUCATION

  • University of Texas at Austin
  • University of Texas at Dallas

LANGUAGES

  • English
  • Urdu

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.